FCM
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Firestone Capital Management’s Morgan Stanley MS Stock Holding History

Firestone Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Sell
2,373
-31
-1% -$5.37K 0.08% 112
2025
Q4 		$427K Buy
2,404
+4
+0.2% +$667 0.09% 109
2025
Q3 		$382K Buy
2,400
+27
+1% +$3.99K 0.08% 115
2025
Q2 		$334K Sell
2,373
-27
-1% -$3.32K 0.08% 122
2025
Q1 		$280K Buy
2,400
+3
+0.1% +$387 0.07% 119
2024
Q4 		$301K Buy
2,397
+2
+0.1% +$246 0.07% 119
2024
Q3 		$250K Buy
2,395
+3
+0.1% +$302 0.06% 130
2024
Q2 		$233K Buy
2,392
+162
+7% +$15.4K 0.06% 130
2024
Q1 		$210K Buy
2,230
+1
+0% +$88 0.06% 137
2023
Q4 		$208K Buy
+2,229
New +$178K 0.06% 125
2023
Q2 		– Sell
-2,318
Closed -$204K – 134
2023
Q1 		$204K Buy
+2,318
New +$216K 0.07% 119
2022
Q1 		– Sell
-2,122
Closed -$208K – 125
2021
Q4 		$208K Sell
2,122
-155
-7% -$15.4K 0.07% 120
2021
Q3 		$209K Hold
2,277
– – 0.07% 113
2021
Q2 		$209K Buy
2,277
+1
+0% +$86 0.08% 110
2021
Q1 		$177K Sell
2,276
-141
-6% -$10.8K 0.06% 119
2020
Q4 		$166K Buy
2,417
+391
+19% +$22.4K 0.06% 116
2020
Q3 		$98K Hold
2,026
– – 0.04% 139
2020
Q2 		$98K Hold
2,026
– – 0.05% 137
2020
Q1 		$69K Hold
2,026
– – 0.04% 156
2019
Q4 		$104K Buy
+2,026
New +$95.9K 0.04% 143

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Firestone Capital Management's MS Position: Q1 2026 in Review

Firestone Capital Management reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $5.37K and leaving 2,373 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #112.

Firestone Capital Management first reported a position in MS in Q4 2019 and has held it in 20 quarters since. The position peaked at $427K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Firestone Capital Management held 2,373 shares of Morgan Stanley worth $390K as of Q1 2026.
  • Firestone Capital Management sold 31 Morgan Stanley shares in Q1 2026, an estimated $5.37K.
  • Morgan Stanley made up 0.08% of Firestone Capital Management's portfolio in Q1 2026, its #112 holding.
  • Firestone Capital Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 20 quarters since.
  • Firestone Capital Management's Morgan Stanley position peaked at $427K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.